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Novanta
NOVT

Overview Fund Activity

255 hedge funds and large institutions have $5.98B invested in Novanta in 2023 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 90 increasing their positions, 93 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
255
Holders Change
-6
Holders Change %
-2.3%
% of All Funds
3.74%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
34
Increased
90
Reduced
93
Closed
37
Calls
$2.73M
Puts
$3.13M
Net Calls
-$404K
Net Calls Change
-$763K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$325M
2
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$104M
3
Morgan Stanley
Morgan Stanley
New York
$97.1M
4
BlackRock
BlackRock
New York
$748M
5
ClearBridge Investments
ClearBridge Investments
New York
$52.2M

Top Sellers

1
Federated Hermes
Federated Hermes
Pennsylvania
$15.9M
2
FAM
Fred Alger Management
New York
$32.5M
3
AllianceBernstein
AllianceBernstein
Tennessee
$160M
4
Capital International Investors
Capital International Investors
California
$127M
5
Allspring Global Investments
Allspring Global Investments
North Carolina
$112M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
201
Mariner
Kansas
$226K -$18.2K -108 -7%
AWAU
202
Alliance Wealth Advisors (Utah)
Utah
$217K +$217K +1,287 New
HSBC Holdings
203
HSBC Holdings
United Kingdom
$210K +$210K +1,248 New
OFS
204
OneAscent Financial Services
Alabama
$206K +$206K +1,224 New
RWP
205
Revolve Wealth Partners
New Jersey
$206K +$206K +1,221 New
GJCM
206
Grand Jean Capital Management
California
$202K – – –
Nisa Investment Advisors
207
Nisa Investment Advisors
Missouri
$172K +$337 +2 +0.2%
Fifth Third Bancorp
208
Fifth Third Bancorp
Ohio
$112K -$9.77K -58 -8%
KBC Group
209
KBC Group
Belgium
$110K – – –
HIA
210
Harbor Investment Advisory
Maryland
$109K – – –
TWM
211
Tradition Wealth Management
Minnesota
$99K – – –
ASN
212
Advisory Services Network
Georgia
$96.5K +$96.5K +573 New
Lazard Asset Management
213
Lazard Asset Management
New York
$88K -$3.33K -20 -4%
AssetMark Inc
214
AssetMark Inc
California
$68.5K – – –
HNB
215
Huntington National Bank
Ohio
$49.7K +$1.35K +8 +3%
S
216
SignatureFD
Georgia
$44K +$9.43K +56 +27%
VanEck Associates
217
VanEck Associates
New York
$38K +$6.89K +41 +22%
FHA
218
First Horizon Advisors
Tennessee
$35.5K +$14.3K +85 +67%
SWS
219
SYSTM Wealth Solutions
Illinois
$29K +$29K +172 New
Ohio Public Employees Retirement System (OPERS)
220
Ohio Public Employees Retirement System (OPERS)
Ohio
$18.7K +$337 +2 +2%
OCM
221
Orion Capital Management
California
$16.8K – – –
GI
222
GAMMA Investing
California
$16.2K +$16.2K +105 New
EWA
223
EverSource Wealth Advisors
Alabama
$14.3K +$8.25K +49 +136%
KFI
224
Key Financial Inc
Pennsylvania
$10.6K – – –
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$10K -$7.17K -43 -42%
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9
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